|
1976
|
Old North State Trust
Greensboro,
North Carolina
|
$85K
|
$0
|
2
|
0.05%
|
Maintained
|
|
|
1977
|
Trust Company
Manhattan,
Kansas
|
$85K
|
$0
|
2
|
0.07%
|
Maintained
|
|
|
1978
|
JBF Capital
Aspen,
Colorado
|
$84K
|
$0
|
1
|
0.01%
|
Maintained
|
|
|
1979
|
Mercer Capital Advisers
Little Silver,
New Jersey
|
$82K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1980
|
Financial Perspectives
Minneapolis,
Minnesota
|
$78.1K
|
+$78.6K
|
3
|
0.05%
|
New
|
|
|
1981
|
IMA Advisory Services
Denver,
Colorado
|
$76K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1982
|
Gleason Group
Prospect,
Kentucky
|
$75K
|
+$76.2K
|
2
|
0.04%
|
New
|
|
|
1983
|
Adirondack Trust Company
Saratoga Springs,
New York
|
$74K
|
$0
|
1
|
0.05%
|
Maintained
|
|
|
1984
|
Disciplined Investments
Tulsa,
Oklahoma
|
$74K
|
+$66.6K
|
3
|
0.06%
|
New
|
|
|
1985
|
Simon Quick Advisors
Morristown,
New Jersey
|
$71K
|
+$14K
|
3
|
0.03%
|
Increased
|
|
|
1986
|
First PREMIER Bank
Sioux Falls,
South Dakota
|
$67K
|
$0
|
2
|
0.03%
|
Maintained
|
|
|
1987
|
Front Row Advisors
Tiburon,
California
|
$67K
|
+$2.06K
|
8
|
0.04%
|
Increased
|
|
|
1988
|
Investment Research & Advisory Group
Atlanta,
Georgia
|
$67K
|
+$66.7K
|
2
|
0.06%
|
New
|
|
|
1989
|
Lake Point Wealth Management
Rockwall,
Texas
|
$63K
|
+$68.6K
|
4
|
0.02%
|
New
|
|
|
1990
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$63K
|
+$36.6K
|
1
|
0.01%
|
Increased
|
|
|
1991
|
Column Capital Advisors
Indianapolis,
Indiana
|
$61K
|
+$57.9K
|
4
|
0.03%
|
New
|
|
|
1992
|
TFO Wealth Partners
Maumee,
Ohio
|
$61K
|
+$64.1K
|
1
|
0.06%
|
New
|
|
|
1993
|
Legg Mason
Baltimore,
Maryland
|
$60K
|
$0
|
1
|
4.47%
|
Maintained
|
|
|
1994
|
Raab & Moskowitz Asset Management
Chatham,
New Jersey
|
$59K
|
+$59.9K
|
3
|
0.02%
|
New
|
|
|
1995
|
Atlas Private Wealth Management
Albany,
New York
|
$58K
|
+$57.6K
|
3
|
0.04%
|
New
|
|
|
1996
|
TrueWealth LLC
Atlanta,
Georgia
|
$56K
|
+$7.65K
|
6
|
0.02%
|
Increased
|
|
|
1997
|
Jackson Grant Investment Advisers
Stamford,
Connecticut
|
$55K
|
$0
|
1
|
0.03%
|
Maintained
|
|
|
1998
|
Toth Financial Advisory
Leesburg,
Virginia
|
$55K
|
+$803
|
2
|
0.01%
|
Increased
|
|
|
1999
|
Winch Advisory Services
Appleton,
Wisconsin
|
$55K
|
+$342
|
2
|
0.03%
|
Increased
|
|
|
2000
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$54K
|
-$6K
|
3
|
0.01%
|
Reduced
|
|